Benjamin Lucas Email & Phone Number
Sr. Manager, Wealth Advisor @ Charles Schwab
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Benjamin Lucas Location
- San Diego, CA, US
Benjamin Lucas Work
- Sr. Manager, Wealth Advisor @ (October 2025 - Present)
- Private Client Group Manager @ (April 2015 - October 2025)
- Mutual Fund Associate @ (August 2013 - February 2015)
- Analyst @ (September 2012 - August 2013)
Benjamin Lucas Education
- Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.) (Finance)
2009-2012 - Towson University
Bachelor of Arts (B.A.) (Business Administration and Management, General)
2008-2009
Benjamin Lucas Summary
- Benjamin Lucas, based in San Diego, CA, US, is currently a Sr. Manager, Wealth Advisor at Charles Schwab. Benjamin Lucas brings experience from previous roles at Dunham & Associates, Janney Montgomery Scott and SEI Investments. Benjamin Lucas holds a 2009 - 2012 Bachelor of Science (B.S.) in Finance @ Arizona State University, W. P. Carey School of Business. Benjamin Lucas has 2 emails and 1 mobile phone numbers on RocketReach.
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